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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: scott maragioglio who wrote (34511)	2/12/1998 10:49:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

I agree. The Forbes article is a complete hatchet job. Some points are true, but completely overblown. I don't give it much credence.

To: scott maragioglio who wrote (34511)	2/12/1998 11:11:00 AM
From: Jan Crawley	Read Replies (2) \| Respond to of 61433

Scott: I agree with you. The article only took bits and pieces from this thread but not our analysis and the big picture. The points about ASND's current outlook of (1) visibility and able to meet W/S expectations (2) in super growth segments with the right products (3) CSCC ATM products leading status (4) strong B/L sheets and attractive share price, and (5) the expected industry consolidation. All the above Points reassure me that the managements were/are not all that out of their leagues. At its current price and F/A positions, ASND, in my opinion is a good short or long term investment. The down side is very limited, and the WAITING is not that long at all. By the way, after thinking real hard for awhile there are only two reasons that I can come up with respect to the Capital Investment Group's renewed confidence in ASND -- 1. Good L-T investment and/or 2. take over play. Sounds like a win-win combinations to me. Regards, Jan P.S R/T 32 9/16 with 1.3 m shares traded.